Bank Account Statement Request Letter Template

Looking for guide and template to write bank account statement request letter? Sometimes you have to back trace some of your documents with relevant details for a particular period.

Nowadays, storing the data in electronic form makes it easy to retrieve the necessary data as and when it is required. But there are occasions like dealing with a government department such as income tax and sales tax where in some paper work have to be presented in physical form.

It is all the more painstaking effort if the data required is of yesteryear. When you need some information about your account for a specific period you have to write a special request letter to your bank to get the same.

A sample letter written below will serve the purpose to request and get the necessary bank account statement or particulars from the bank.

Sample Bank Statement Request Letter

Sub: Request for an account statement for the period <year> to <year> for my savings account bearing number 333-33333-123

First of all let me thank you for your valuable time given me to present my situation to you when I visited your branch yesterday. I also appreciate the personal attention you give to your esteemed customers which reflects in the respect we have for each other.

Sir, as I have informed to you, there was a fire mishap at my residence last month.; With the timely intervention by the Fire Department the damage to the property was minimal. But I have lost some of the important documents including communications with IRS/TAX authorities.

My application for re-evaluation of my tax liabilities and return is due for hearing next week. One important document I need to substantiate my stand is the statement of bank accounts for the period of <year> to <year> which I have lost in the mishap.

I hereby request to kindly give me the statement for the above period at the earliest so as enabling me to present the same to the authorities. I understand the job involves little extra work, but I request you to do that for a loyal customer to the branch all these years.